Investment Philosophy
The road to retirement and other short- and long-term goals requires investment strategies that are built with the long haul in mind. It requires vehicles that strive to produce results under all conditions. Quality design, solid construction, and efficiency—for the financial road, these qualities are integral.
The sound design behind our investment strategies helps you navigate sudden twists and turns, guiding clients in the direction of their ultimate financial destinations. These strategies are the product of Kapital Asset Manangement’s tested investment philosophy developed through 30 years of innovation. At Kapital Asset Manangement, there are six steps in this process.
Asset Allocation
Each Kapital Client Has Their Own Unique Portfolio and Personal Performance Benchmark. The specific mix of stocks, bonds, and cash is critical in pursuing investor goals. A landmark 1991 study concluded that asset allocation—not market timing or stock selection—is the primary factor in determining why different portfolios exhibit different return results.
Portfolio Design
How we engineer our strategies helps to ensure investors are invested in a diversified mix of stocks, bonds, alternatives* and cash investments. Our view of diversification doesn’t end there. Within the asset classes are investment styles, sub styles, individual money managers, and finally, individual securities. Client portfolios are developed based on extensive efforts to understand and define client investment goals and risk tolerances which ultimately serve as the client’s “personal benchmark.”